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Building 2HERITAGE WEALTH MANAGEMENT

Map pinHOUSTON, TX
Phone713-871-9800
NotebookSEC #801-107506
Total AUM
$357.8M
Employees
6
Clients
218

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV-W is a regulatory withdrawal filing.

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